Filed March 20, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $20,142 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,569 | $76,670-8.0% | $96,683-27.0% | $71,457-1.2% |
| Participation rate | 95.7% | 66.6%+29.1pp | 74.3%+21.4pp | 67.9%+27.8pp |
| Annual return | 19.30% | 48.29%-29.0pp | 35.69%-16.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,926 | $3,031+29.5% | $3,737+5.1% | $2,588+51.7% |
| Participant deferral / active EE | $5,654 | $3,771+49.9% | $4,878+15.9% | $4,289+31.8% |
| Admin fee / account holder | $194 | $2,028-90.4% | $6,730-97.1% | $1,587-87.8% |